See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,099 | $101,069-25.7% | $81,478-7.8% | $147,584-49.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 13.83% | 32.40%-18.6pp | 38.78%-25.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,541 | $3,205-20.7% | $2,568-1.0% | $4,876-47.9% |
| Participant deferral / active EE | $4,212 | $4,242-0.7% | $3,537+19.1% | $5,439-22.5% |
| Admin fee / account holder | $2,146 | $5,812-63.1% | $4,561-52.9% | $10,885-80.3% |